allworthfinancial
Private Wealth Administrator
At a Glance
- Location
- Cincinnati, Ohio, United States; Dallas, Texas, United States; Folsom, California, United States; Indianapolis, Indiana, United States
- Experience
- 5+ years
- Compensation
- with a compensation range of $80,000–$95,000, which may vary based on exper
- Posted
- 2026-03-24T18:34:14-04:00
Key Requirements
Required Skills
Domain Knowledge
- Finance
- Regulatory
Benefits & Perks
lifornia associates Dental insurance with MetLife Vision insurance with VSP
Requirements
3–5+ years of experience in wealth management, financial services, sales support, or executive assistance.
Strong understanding of advisor distribution models (RIA, custodial referral, independent broker-dealer) and high-net-worth client dynamics.
Experience supporting sales cycles, referral-based business, or complex client onboarding processes.
Responsibilities
Sales, Referral & Relationship Support
Serve as a key internal point of coordination for advisor, referral partner, and prospective client engagements.
Gather, organize, and document client and case information to support introductory meetings and advanced planning discussions.
Track pipeline activity, referral sources, engagement stages, and key metrics using CRM systems (Salesforce, ThoughtSpot, or equivalent).
Assist with onboarding new advisory and client relationships, including data gathering, paperwork coordination, and internal handoffs.
Maintain and update sales collateral, case studies, and product overviews related to advanced wealth strategies (e.g., exchange funds, CRTs, PPLI, QSBS, ESOPs).